Avidian Wealth Enterprises, LLC
All 13F Filings
- Location
- Houston, TX
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 3,588,252
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/8/2026 | 753 | 3,588,252 | 13F-HR | Avidian Wealth Enterprises, LLC |
| Q2 2026 | 7/24/2026 | 739 | 3,615,863 | 13F-HR | Avidian Wealth Enterprises, LLC |
| Q1 2026 | 5/7/2026 | 676 | 3,160,655 | 13F-HR | Avidian Wealth Enterprises, LLC |
| Q4 2025 | 2/2/2026 | 576 | 2,747,903 | 13F-HR | Avidian Wealth Enterprises, LLC |
| Q3 2025 | 10/30/2025 | 580 | 2,655,258 | 13F-HR | Avidian Wealth Enterprises, LLC |
| Q2 2025 | 7/30/2025 | 550 | 2,460,301 | 13F-HR | Avidian Wealth Enterprises, LLC |
| Q1 2014 | 5/15/2014 | 14 | 176,518 | 13F-HR | Streettalk Advisors, LLC |
| Q4 2013 | 2/18/2014 | 28 | 108,626 | 13F-HR | Streettalk Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
6.683 K
(0.2% of total reported value)
· QoQ Δ:
-1.845 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.037 M | 29.0% | 27.83 K | 0 | 27.83 K |
| ETFs | 2.538 M | 70.9% | 0 | 53.3 K | -53.3 K |
| Debt | 7.061 K | 0.2% | 0 | 300 | -300 |
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Fund Snapshot
Q3 2026
Latest filed
10/8/2026
Total value ($000)
3,588,252
Holdings
753
QoQ value change ($000)
-27,611
(-0.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.